Julie McNulty
Financial Compass · Haddonfield, New Jersey
Julie McNulty is a fee-only financial advisor at Financial Compass in Haddonfield, New Jersey, who holds the CFP credential. Financial Compass reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Compass |
|---|---|
| Based in | Haddonfield, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $83.7M across 148 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, PA · CRD 5627040 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | financial-compass.com |
How Julie's firm compares
- Financial Compass's average account is about $565,000, from its Form ADV (assets managed divided by 148 accounts).
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Questions about Julie
Is Julie McNulty a fee-only financial advisor?
Yes. Julie McNulty is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Julie's firm.
How does Julie charge for financial advice?
Julie's firm, Financial Compass, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Julie McNulty based?
Julie McNulty is based in Haddonfield, New Jersey.
What credentials does Julie McNulty hold?
Julie McNulty holds the CFP credential.
Is Julie McNulty registered with the SEC?
Yes. Julie McNulty is registered as an investment adviser representative in NJ and PA (CRD 5627040), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Financial Compass manage?
Financial Compass reports $83.7M across 148 accounts in assets under management.
How do I contact Julie McNulty?
Through Julie's website, financial-compass.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Haddonfield
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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